Bg2 Pod Transcripts

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DateTitleDurationWhisper TranscriptTranscript Only
2024-11-21Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner63 minWhisper TranscriptTranscript Only
2024-10-31Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball66 minWhisper TranscriptTranscript Only
2024-10-13Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner81 minWhisper TranscriptTranscript Only
2024-10-13Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner54 minWhisper TranscriptTranscript Only
2024-09-25Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner66 minWhisper TranscriptTranscript Only
2024-09-09Ep 15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner78 minWhisper TranscriptTranscript Only
2024-08-09Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner85 minWhisper TranscriptTranscript Only
2024-07-25Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner77 minWhisper TranscriptTranscript Only
2024-07-11Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner57 minWhisper TranscriptTranscript Only
2024-06-22Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner61 minWhisper TranscriptTranscript Only
2024-06-10Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner58 minWhisper TranscriptTranscript Only
2024-05-16Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner61 minWhisper TranscriptTranscript Only
2024-04-29Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner65 minWhisper TranscriptTranscript Only
2024-04-18Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner78 minWhisper TranscriptTranscript Only
2024-04-04Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More68 minWhisper TranscriptTranscript Only
2024-03-21Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod86 minWhisper TranscriptTranscript Only
2024-01-25BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E0169 minWhisper TranscriptTranscript Only
2024-02-08BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E0285 minWhisper TranscriptTranscript Only
2024-02-22BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E0381 minWhisper TranscriptTranscript Only
2024-03-07Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update63 minWhisper TranscriptTranscript Only